BWA
BCPC

BDO Wealth Advisors’s Balchem Corp BCPC Stock Holding History

BDO Wealth Advisors’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-16
Closed -$2K – 1220
2021
Q1 		$2K Hold
16
– – ﹤0.01% 1022
2020
Q4 		$2K Hold
16
– – ﹤0.01% 801
2020
Q3 		$2K Buy
+16
New +$1.57K ﹤0.01% 724

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

BDO Wealth Advisors's BCPC Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Balchem Corp (BCPC) in Q2 2021, closing a stake of 16 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in BCPC in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 257 funds tracked by Wall St. Rank hold BCPC as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Balchem Corp position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 16 Balchem Corp shares in Q2 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Balchem Corp in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Balchem Corp position peaked at $2K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.